Knowledge Base Articles

how-can-i-access-give-access-to-others-intrays-in-docs

Only the owner of the intray can give others access to theirs specifically. To do this, the user needs to…

emails-not-filing-to-docs

Restart the data hub service on the server; Sign onto the server where IRIS Docs is installedStart | Run |…

docs-1421-how-do-i-add-new-staff-to-iris-docs

In order for other users to gain access to the system the users account details must be created or imported…

when-searching-users-receive-0-results-other-users-carry-out-the-same-search-and-receive-results

1 - When Opening IRIS Docs a user does not see search in the bottom left hand corner This will…

docs-1541-when-attempting-to-open-iris-docs-users-receive-the-following-error-the-target-machine-actively-refused-the-request

Target actively refused it If all users are experiencing this error when attempting to access IRIS Docs, this will be…

documents-have-been-scanned-in-however-they-are-not-showing-in-iris-docs

If users use a network scanner/Local scanner which is outside of hosted environments, and they report scans are not going…

iris-docs-add-in-is-not-showing-in-word-excel-or-outlook

If the add-in does not show in any office program the steps below commonly resolve this issue: Open the appropriate…

unable-to-initialize-iris-docs-email-assistant

If all users receive this message when opening Outlook please follow the steps below: Sign onto the server where IRIS…

practice-management-login-showing-twice-within-system-maintenance

Logins Although there is two showing, this only takes up one licence, as you will see from the above screenshot…

new-client-search-or-datamining-for-clients-that-have-started-on-from-a-certain-date

You can search for new clients (or a client start date), but only if you use the client start date…